Edmond de Rothschild Holding’s UiPath PATH Stock Holding History

Edmond de Rothschild Holding’s Portfolio PATH Stock Details PATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-440	Closed	-$4.88K	–	632
2026 Q1	$4.88K	Hold	440	–	–	﹤0.01%	529
2025 Q4	$7.21K	Hold	440	–	–	﹤0.01%	546
2025 Q3	$5.89K	Buy	+440	New	+$5.2K	﹤0.01%	550
2023 Q2	–	Sell	-714	Closed	-$12.5K	–	747
2023 Q1	$12.5K	Sell	714 -2,523	-78%	-$38.1K	﹤0.01%	677
2022 Q4	$41.1K	Hold	3,237	–	–	﹤0.01%	652
2022 Q3	$41K	Hold	3,237	–	–	﹤0.01%	684
2022 Q2	$59K	Buy	+3,237	New	+$60.5K	﹤0.01%	650
2022 Q1	–	Sell	-4,523	Closed	-$195K	–	841
2021 Q4	$195K	Sell	4,523 -17,049	-79%	-$841K	﹤0.01%	539
2021 Q3	$1.14M	Buy	21,572 +18,001	+504%	+$1.09M	0.03%	359
2021 Q2	$243K	Buy	+3,571	New	+$262K	0.01%	507

Other funds holding PATH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edmond de Rothschild Holding's PATH Position: Q2 2026 in Review

Edmond de Rothschild Holding sold out of UiPath (PATH) in Q2 2026, closing a stake of 440 shares — an estimated $4.88K sold.

Edmond de Rothschild Holding first reported a position in PATH in Q2 2021 and held it in 10 quarters. The position peaked at $1.14M in Q3 2021. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Edmond de Rothschild Holding reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
Edmond de Rothschild Holding sold 440 UiPath shares in Q2 2026, an estimated $4.88K.
Edmond de Rothschild Holding first reported a position in UiPath in Q2 2021 and held it in 10 quarters.
Edmond de Rothschild Holding's UiPath position peaked at $1.14M in Q3 2021.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.